# RAFTELIS FINANCIAL CONSULTANTS, INC. LIFE AND DISABILITY PLAN

Health and welfare plan sponsored by **RAFTELIS FINANCIAL CONSULTANTS, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | RAFTELIS FINANCIAL CONSULTANTS, INC. |
| EIN | 201054069 |
| Plan number | 502 |
| Plan year | 2025 |
| Location | CHARLOTTE, NC |
| Industry | Professional, Scientific, and Technical Services |
| Funding | fully insured |
| Total premiums | $177K |
| Participants | 187 |
| Persons covered | 187 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, STD, LTD, Other |

## Brokers

| Broker | Placed with |
|---|---|
| BURCHFIELD INSURANCE GROUP INC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/201054069-502
- Cite as: PlanOptica, https://planoptica.com/welfare/201054069-502
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers